Jacobus Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $166K | Hold |
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|
2017
Q2 | $160K | Hold |
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|
2017
Q1 | $176K | Sell |
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|
2016
Q4 | $255K | Hold |
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|
2016
Q3 | $243K | Buy |
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|
2016
Q2 | $173K | Sell |
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|
2016
Q1 | $334K | Buy |
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|
2015
Q4 | $290K | Buy |
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|
2015
Q3 | $245K | Sell |
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|
2015
Q2 | $281K | Sell |
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|
2015
Q1 | $303K | Hold |
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|
2014
Q4 | $312K | Hold |
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|
2014
Q3 | $327K | Sell |
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|
2014
Q2 | $356K | Sell |
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|
2014
Q1 | $391K | Buy |
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|
2013
Q4 | $376K | Buy |
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|
2013
Q3 | $274K | Hold |
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|
2013
Q2 | $287K | Buy |
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